General Settings

General settings of QuoteMachine

JD avatar Tom Burnatowski avatar Anna Brundage avatar +1
71 articles in this collection
Written by JD, Tom Burnatowski, Anna Brundage and 1 other

Setting up taxes

How to set up taxes rates in QuoteMachine
Romy Marinus avatar
Written by Romy Marinus
Updated over a week ago

Printing in QuoteMachine

All about printing your documents in QuoteMachine
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Downloading a PDF version of your document

Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Automatic Reminders for Unpaid Invoices

How to set up automatic reminders for unpaid invoices
Romy Marinus avatar
Written by Romy Marinus
Updated over a week ago

Change taxes in tax-inclusive accounts

How to use the tax functions for tax inclusive accounts
Romy Marinus avatar
Written by Romy Marinus
Updated over a week ago

Setting Restrictions on Price lists

limit quantity, customer type, and more.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Create a contract document from quote

How to add additional contractual details to a quote
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Manage your QuoteMachine subscription

How to update your payment method and access your invoices
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Cancelling an Order

Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

How to use Zapier with QuoteMachine

Connect QuoteMachine to hundreds of other apps with Zapier
JD avatar
Written by JD
Updated over a week ago

Connecting with Kangaroo rewards

How to Connect & use Kangaroo rewards integration with QuoteMachine
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Attaching PDFs to account statements

How to to attach PDFs to your account statements
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

How to add your tax numbers

Add details to the tax line on your documents
JD avatar
Written by JD
Updated over a week ago

Collecting a Payment from an Order

How to receive a payment directly from a sales order
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Connect QuoteMachine to your own email account

How to connect your email to QuoteMachine to send mail and access calendars.
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together
JD avatar
Written by JD
Updated over a week ago

How to display the location or account email address in the Contact & Document details section

Setting the seller's email displayed in the quotes, invoices and other documents
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Using Price Lists for Event Registration

Price lists can be used in many ways
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

How to delete a deposit from a quote

Delete a payment from a quote and convert it to a credit memo
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Creating a Return in QuoteMachine

Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Price Lists in QuoteMachine

Use a price list to showcase and sell your products online
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago
Template Design and Customization

Taking an E-Signature in QuoteMachine

How to get signatures from your customers
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Changing your Font & Color Scheme

Personalize your documents and stay on brand.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Creating & Editing Document templates

How to edit and personalize your document templates in QuoteMachine
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Background image on proposals

How to use a background image with your documents
JD avatar
Written by JD
Updated over a week ago

Hide QuoteMachine logo from emails and documents

How to remove the "Get started" message from emails and the bottom of your documents.
JD avatar
Written by JD
Updated over a week ago

Custom order statuses

Create your own order statuses
JD avatar
Written by JD
Updated over a week ago

Remove a customer’s email from a template

How to hide a customer’s email from a quote, order or invoice template
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Custom Fields on documents

Create a custom form for your customers to enter in their own information.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields
JD avatar
Written by JD
Updated over a week ago

Using the Custom Pricing Table

Use a custom pricing table in your QuoteMachine documents
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Display a deposit on a quote

How to show a deposit or pre-payment requirement on a Quote
JD avatar
Written by JD
Updated over a week ago

Display account statements within invoices

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.
JD avatar
Written by JD
Updated over a week ago

Insert video in proposal template

How to use videos in your proposals
JD avatar
Written by JD
Updated over a week ago